Evermay Wealth Management’s Illumina ILMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.35K Hold
98
﹤0.01% 451
2025
Q1
$7.78K Sell
98
-21
-18% -$1.67K ﹤0.01% 464
2024
Q4
$15.9K Hold
119
﹤0.01% 394
2024
Q3
$15.5K Sell
119
-826
-87% -$108K ﹤0.01% 413
2024
Q2
$98.6K Sell
945
-156
-14% -$16.3K 0.02% 271
2024
Q1
$147K Sell
1,101
-3
-0.3% -$401 0.02% 222
2023
Q4
$150K Buy
1,104
+894
+426% +$121K 0.03% 202
2023
Q3
$28K Hold
210
0.01% 354
2023
Q2
$38.2K Sell
210
-16
-7% -$2.91K 0.01% 333
2023
Q1
$51.2K Hold
226
0.01% 299
2022
Q4
$44.5K Sell
226
-29
-11% -$5.71K 0.01% 305
2022
Q3
$47K Sell
255
-100
-28% -$18.4K 0.01% 287
2022
Q2
$64K Sell
355
-6
-2% -$1.08K 0.01% 257
2022
Q1
$123K Buy
361
+21
+6% +$7.16K 0.02% 235
2021
Q4
$126K Buy
340
+237
+230% +$87.8K 0.02% 206
2021
Q3
$41K Buy
103
+46
+81% +$18.3K 0.01% 287
2021
Q2
$26K Buy
+57
New +$26K ﹤0.01% 338